GWM

Gupta Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 0.52%
This Quarter Est. Return
1 Year Est. Return
-0.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,413
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$6.57M
3
+$5.51M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.39M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$3.04M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$955K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$824K
5
KMI icon
Kinder Morgan
KMI
+$784K

Sector Composition

1 Healthcare 9.56%
2 Industrials 8.82%
3 Technology 8.07%
4 Financials 5.84%
5 Consumer Staples 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$17K ﹤0.01%
239
-24
777
$17K ﹤0.01%
375
778
$17K ﹤0.01%
400
-253
779
$16K ﹤0.01%
+230
780
$16K ﹤0.01%
234
781
$16K ﹤0.01%
128
+88
782
$16K ﹤0.01%
235
+25
783
$16K ﹤0.01%
6,384
-1,632
784
$16K ﹤0.01%
368
+292
785
$16K ﹤0.01%
68
+60
786
$16K ﹤0.01%
167
787
$16K ﹤0.01%
475
788
$16K ﹤0.01%
+721
789
$16K ﹤0.01%
356
-70
790
$16K ﹤0.01%
453
+148
791
$16K ﹤0.01%
400
-249
792
$16K ﹤0.01%
300
793
$16K ﹤0.01%
263
794
$16K ﹤0.01%
601
-17
795
$16K ﹤0.01%
300
796
$16K ﹤0.01%
658
797
$16K ﹤0.01%
116
798
$15K ﹤0.01%
1,655
799
$15K ﹤0.01%
+1,173
800
$15K ﹤0.01%
1,936
30 31
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